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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   1,468,512 2,880 SH   SOLE   2,880 0 0
AMKOR TECHNOLOGY INC COM 031652100   3,510,526 155,333 SH   SOLE   155,333 0 0
AMPHENOL CORP NEW CL A 032095101   6,769,090 80,594 SH   SOLE   80,594 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,006,287 5,107 SH   SOLE   5,107 0 0
AVNET INC COM 053807103   4,697,899 97,487 SH   SOLE   97,487 0 0
CIRRUS LOGIC INC COM 172755100   4,065,803 54,973 SH   SOLE   54,973 0 0
COHERENT CORP COM 19247G107   3,739,761 114,576 SH   SOLE   114,576 0 0
EXTREME NETWORKS COM 30226D106   3,386,979 139,900 SH   SOLE   139,900 0 0
FLEX LTD ORD Y2573F102   2,254,880 83,576 SH   SOLE   83,576 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   3,884,939 66,763 SH   SOLE   66,763 0 0
HP INC COM 40434L105   5,689,158 221,368 SH   SOLE   221,368 0 0
KULICKE & SOFFA INDS INC COM 501242101   3,376,332 69,429 SH   SOLE   69,429 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   4,370,228 50,858 SH   SOLE   50,858 0 0
MICRON TECHNOLOGY INC COM 595112103   1,790,958 26,326 SH   SOLE   26,326 0 0
MICROSOFT CORP COM 594918104   2,639,039 8,358 SH   SOLE   8,358 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   2,930,148 70,521 SH   SOLE   70,521 0 0
MONGODB INC CL A 60937P106   4,499,293 13,009 SH   SOLE   13,009 0 0
NUTANIX INC CL A 67059N108   3,289,882 94,320 SH   SOLE   94,320 0 0
NVIDIA CORPORATION COM 67066G104   6,644,037 15,274 SH   SOLE   15,274 0 0
ORACLE CORP COM 68389X105   5,046,347 47,643 SH   SOLE   47,643 0 0
QORVO INC COM 74736K101   6,664,474 69,807 SH   SOLE   69,807 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   2,889,977 76,414 SH   SOLE   76,414 0 0
SERVICENOW INC COM 81762P102   5,774,616 10,331 SH   SOLE   10,331 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   1,710,161 33,369 SH   SOLE   33,369 0 0
SITIME CORP COM 82982T106   2,102,200 18,400 SH   SOLE   18,400 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   4,697,578 108,841 SH   SOLE   108,841 0 0
TE CONNECTIVITY LTD SHS H84989104   7,247,011 58,666 SH   SOLE   58,666 0 0
TERADYNE INC COM 880770102   2,087,659 20,781 SH   SOLE   20,781 0 0
WESTERN DIGITAL CORP. COM 958102105   2,405,020 52,707 SH   SOLE   52,707 0 0
ZSCALER INC COM 98980G102   3,130,471 20,120 SH   SOLE   20,120 0 0